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How To Setup Auto Dialer

The Auto Dialer in Collect! works with your Windows Dialer
or TAPI settings. This document describes how to connect
your phone lines, your computer's modem and telephone
handset, and then enable the auto dialer.

Please ensure that you have installed the Phone Dialer
that is part of your operating system software. Check
that this feature is functioning outside of Collect!.
If it is not installed or does not work, it will not
work in Collect! either.

Connecting Phone Line And Modem

Connect the phone line from the wall to your computer
modem's Line input.

Connect your telephone to the modem's Phone input.

The manual you received with your modem will show exact
wiring requirements and diagrams. Please follow those
instructions.

If Your Computer Does Not Have A Modem

If you are on a network, there are alternative ways to
set up auto dialing.

Multi-line business phone systems cannot be used with
modems, which require a single telephone data line to
operate. Some multi-line phone systems will support
a computer's phone dialer, and some will not. You will
need to consult your telecommunications service
provider to determine this in your own case.

Another way of setting up the auto dialer on a network-wide
basis is to use "Voice Over IP" (VOIP). This passes the
telephone voice signals over your IP (Internet) connection,
thus integrating your telecommunications and computer
network systems. Setting this up is beyond the scope
of this document, but a wealth of information on this
subject is available on the Internet, and from your
telecommunications and Internet service providers.

If your phone provider has a TAPI driver which allows
you to dial a number using the Windows Phone
Dialer (dialer.exe), then Collect!'s Auto Dialer
will work transparently for you.

Collect! can also communicate with the
softphone of your choice, provided your O/S is
configured already to handle the softphone
communication protocol you specify. Please
refer to Help topic, Softphone for further details.

The Device and Modem Control Strings are not used
in the Windows dialer functions. For Windows
2000/2003/XP Pro and newer, we use the TAPI32
interface. To configure your TAPI interface use
Control Panel.

Collect! can also communicate with the
Softphone of your choice, provided your
O/S is configured already to handle the softphone
communication protocol you specify. Non-TAPI
systems can also use Auto Dialer. Please refer to
Help topic, Softphone for further details.

Set Up Operators Using Auto Dial

If all other click-to-dial functionality has been configured
on your site to allow Operators to dial their phones directly
from a Collect! window, then enabling this preference switch and
clicking to Save as Default for the company will invoke Collect! to
automatically dial the phone number when an Operator is in their
WIP list and the Contact Event which has presented on their screen is
a Phone Type.

As of version CV11.6.2.8, the Auto Dial functionality has been enhanced
for URL softdialing with compatible phone systems, allowing the use of
an IP Address to dial their API from Collect!.

'Use softphone for dialer' must be selected on the Operator
Detail tab

The Operator Detail Note 2 field must begin with the 4
letters 'http' for the string to be interpreted correctly

If the dialer string is too large to fit in the Note 2,
then the question mark portion (?) portion of the URL can be
placed in Note 1. If the Note 1 field does not begin with a
question mark (?) character then it is not considered an extension
of the Note 2 field. In order to extend into the Note 1 field,
the phone system you use must use a question mark as part of the URL.

The Operator Detail Note 1 or Note 2 field must contains the
'@phone' command where the actual phone number is to be inserted.
If the @phone command is not present an error will occur.